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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
I
576
InceptionR
California
$1.16M +$975K +16,845 +454%
NGA
577
Naples Global Advisors
Florida
$1.15M -$12.9K -223 -1%
FBT
578
First Bankers Trust
Kentucky
$1.15M +$42.8K +740 +4%
IRC
579
Investors Research Corp
Georgia
$1.15M -$16.7K -289 -1%
CFP
580
Cascade Financial Partners
California
$1.14M +$197K +3,407 +20%
AWM
581
Avior Wealth Management
Nebraska
$1.13M +$172K +2,966 +17%
NEWAS
582
N.E.W. Advisory Services
Wisconsin
$1.13M +$43.7K +754 +4%
CF
583
Centaurus Financial
California
$1.12M +$61.2K +1,057 +6%
ACG
584
Allen Capital Group
Nebraska
$1.12M +$185K +3,197 +19%
MWM
585
Modern Wealth Management
Kansas
$1.12M +$28.5K +493 +3%
PWM
586
Perigon Wealth Management
California
$1.11M -$10.7K -185 -0.9%
FFS
587
Founders Financial Securities
Maryland
$1.1M -$23.4K -405 -2%
CB
588
Commerce Bank
Missouri
$1.1M -$75.3K -1,301 -6%
GFG
589
Goldstone Financial Group
Illinois
$1.1M +$91.8K +1,586 +9%
JRPIM
590
Journey Retirement Planning & Investment Management
Idaho
$1.09M +$1.12M +19,365 New
DWP
591
Daymark Wealth Partners
Ohio
$1.09M +$756K +13,060 +211%
TPBG
592
Turning Point Benefit Group
Maryland
$1.08M +$307K +5,301 +38%
FA
593
Fiduciary Alliance
South Carolina
$1.07M +$189K +3,272 +21%
IAA
594
Independent Advisor Alliance
North Carolina
$1.07M -$19.6K -339 -2%
NL
595
NWAM LLC
Washington
$1.06M -$5.21K -90 -0.5%
BP
596
Ballentine Partners
Massachusetts
$1.06M +$129K +2,230 +13%
VHAM
597
Van Hulzen Asset Management
California
$1.06M +$5.79K +100 +0.5%
FAM
598
Fairtree Asset Management
South Africa
$1.05M +$5.09K +88 +0.5%
CCC
599
Chesapeake Capital Corp
Florida
$1.04M – – –
KMWM
600
Keudell/Morrison Wealth Management
Oregon
$1.04M +$1.06M +18,394 New
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